Udemy – ChatGPT/AI for Finance Professionals: Investing & Analysis 2023-11

Udemy – ChatGPT/AI for Finance Professionals: Investing & Analysis 2023-11 Downloadly IRSpace

Apr 17, 2025 - 18:55 Updated: Apr 21, 2025 - 08:50

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Udemy – ChatGPT/AI for Finance Professionals: Investing & Analysis 2023-11

ChatGPT/AI course for Finance Professionals: Investing & Analysis. In this course, you will learn how to use ChatGPT and other AI products to conduct investment research on any company, including qualitative, quantitative, and in-depth financial and accounting research. Additionally, we teach you how to use ChatGPT and other AI products to help you build a financial model from scratch and how to value companies using 3 different valuation methods, plus technical analysis and more. . We provide you with 100 requests and a comprehensive research paper template and a 7-step financial model, which is all you need to conduct investment research on any company. If you don’t have finance or accounting or business experience, it’s not a problem because we teach you everything from scratch. The content of this comprehensive course is as follows:

Part 1: Welcome and how to participate in this course

How to participate in this course (research report and financial model templates are attached)

Part 2: AI/ChatGPT for basic/quick financial questions and research analysis

Introduction to AI/ChatGPT for Basic Financial Research (What, Why and How from Part 2)
Tell ChatGPT/AI products who you are and how to respond [“role encouragement”]
Multi-shot warning (can help generate initial report)
Stimulating a chain of thought
In Style Prompting
Data structure and use of tables
Summarizing the text
Side note/danger using artificial intelligence
Practice getting incredible AI results fast
Practice answers to get fast AI results
Optional test for part 2

Part 3: Using AI/ChatGPT to access financial statement data (for advanced reporting/analysis)

An introduction to accessing financial statement data (what, why and how from part 3)
How to use ChatGPT to get financial data to import into Excel, Google Sheets and PDF
How to use BingChat, Bard and Cloud to get financial data to import into files
Practice using ChatGPT to access data
Exercise Answer Using ChatGPT to access data
Optional test for section 3

Section 4: AI/ChatGPT for Comprehensive Questions/Analysis: Section 1: Qualitative Research

An Introduction to Investment Research Using Artificial Intelligence (Research Paper Guidelines)
An introduction to investment research using artificial intelligence (Excel document instructions)
Start of qualitative analysis and evaluation of the quality of the management team
Company history analysis using ChatGPT
Analyze products and services using ChatGPT
Analysis of catalysts and drivers using ChatGPT
Analysis of cyclical and secular trends using ChatGPT
Target market analysis using ChatGPT
Competitive analysis using ChatGPT
Analysis of production and distribution using ChatGPT
Analysis of suppliers and components using ChatGPT
Analysis of commodity exposure using ChatGPT
R&D analysis using ChatGPT
Intellectual property analysis using ChatGPT
Claims analysis using ChatGPT
Ethical analysis using ChatGPT
Customer service analysis using ChatGPT
Recruitment and retention analysis (i.e. stock options) using ChatGPT
Analysis of sales strategy using ChatGPT
Analyzing culture and innovation using ChatGPT
Analysis of Porter’s 5 forces model using ChatGPT
Product life cycle analysis using ChatGPT
Analysis of the Boston Consulting Group (BCG) framework using ChatGPT
SWOT analysis using ChatGPT
Merger and acquisition (M&A) history and strategy analysis using ChatGPT
Overall analysis of company strategy using ChatGPT
Optional test for section 4
Section 5: AI/ChatGPT for Comprehensive Questions/Analysis: Section 2: Quantitative Research
Initiate quantitative analysis and total addressable market (TAM) analysis.
Market growth analysis using ChatGPT, Bard and Bing Chat
Market share analysis using ChatGPT
Geographic exposure analysis using CHatGPT and Bard
Analysis of vertical exposure using ChatGPT
Analyze products and services using ChatGPT
Analyze currency exposure using ChatGPT, Bard and Bing Chat
Average selling price (ASP) and volume analysis using ChatGPT
Manufacturing cost analysis using ChatGPT
Inventory analysis using ChatGPT
Lifetime value of a customer analysis using ChatGPT
Cost Acquisition (CAC) analysis using ChatGPT and Google Bard
Customer focus analysis using ChatGPT
Stakeholder Focus Analysis Using ChatGPT
Analyze the number of employees and locations using ChatGPT, Bard and Bing Chat
Analyzing internal transactions using ChatGPT
Impact of Global GDP on Income Analysis using ChatGPT
MAU and DAU analysis using ChatGPT, Bard and Bing Chat
Social media subscriber analysis using ChatGPT, Bard and Bing Chat
Optional test for section 5

Section 6: AI/ChatGPT for Questions/Comprehensive Analysis: Section 3: Financial Research

An introduction to financial analysis using ChatGPT
Analyze stock details using ChatGPT, Google Bard and Microsoft Bing Chat
Referral analysis using ChatGPT, Bard and Bing Chat (double check AI results)
Analyze revenue and EPS expectations using ChatGPT, Bard and Bing Chat
Historical revenue growth analysis using ChatGPT
Analyzing Competition Revenue Growth Using ChatGPT
Historical analysis of EPS growth using ChatGPT
Analysis of historical EPS growth of the competition using Google Bard
How does the income statement work?
How does the balance sheet work?
How does the cash flow statement work?
Historical gross margin analysis using ChatGPT
Historical Gross Margin Analysis of Competition Using ChatGPT
Historical operating margin analysis using ChatGPT
Historical Operating Margin Analysis of Competition Using ChatGPT
Price-to-earnings (PE) and price-to-earnings (PR) are explained
Historical PE and PEG ratio analysis using Google Bard
Competition historical PE and PEG valuation analysis using ChatGPT and Bard
Price-to-earnings analysis using Bard
Competitive price-to-revenue analysis using ChatGPT and Bard 1
Seasonal analysis using Bing Chat
Accounting Red Flags: Analyzing Auditor Change Using Artificial Intelligence Products
Accounting Red Flags: Analyzing CFO Change Using ChatGPT
Accounting Red Flags: Accounts Receivable vs. Revenue Growth Using ChatGPT
Accounting red flags: Analyzing revenue growth vs. deferred revenue using Bard
Accounting Red Flag: Inventory Vs. COGS growth analysis using ChatGPT
Accounting Red Flags: Profit Restatement Analysis Using ChatGPT
Accounting red flags: changes in disclosure analysis using ChatGPT
Accounting Red Flags: Analyzing Organic Growth Using ChatGPT
Accounting red flags: GAAP vs. Analysis of non-GAAP changes using ChatGPT
Accounting red flags: changes in revenue recognition analysis using ChatGPT
Accounting red flags: Analyzing litigation using ChatGPT
Accounting red flags: Analyzing other accounting issues using ChatGPT
Optional test for section 6

Part 7: AI/ChatGPT for Comprehensive Analysis: Part 4: Financial Modeling and Forecasting

An introduction to financial modeling
25 Best Financial Modeling Methods Part 1
25 Best Financial Modeling Methods Part 2
Part 1 Adding financial data to models with ChatGPT, Bard, Bing Chat and Claude
Part 2 of Adding Financial Data to Models with ChatGPT, Bard, Bing Chat and Claude
Income forecast
Forecasting financial statements
Optional test for section 7
Section 8: AI/ChatGPT for Comprehensive Analysis: Section 5: Valuation and Target Price Prediction
An introduction to valuation
Part 1 Discounted Cash Flow (DCF) Valuation.
Part 2 Discounted Cash Flow (DCF) Valuation.
Price-to-earnings valuation
Price-to-profit valuation
Average combined target price
Optional test for section 8

Section 9: AI/ChatGPT for Comprehensive Questions/Analysis: Section 6: Technical Analysis

An introduction to technical analysis
Technical analysis using ChatGPT, Bard and Bing Chat
Optional test for section 9
Section 10: Using Artificial Intelligence to Create an Executive Summary of Our Research Report
Conduct a one-page executive summary on our research paper Using Artificial Intelligence

Everything you need to understand finance, accounting and business analytics from scratch using ChatGPT and other AI products is included in this comprehensive course.

What you will learn in the ChatGPT/AI for Finance Professionals: Investing & Analysis course

Learn how to use AI/ChatGPT for basic/quick/advanced research and financial analysis
Learn how to use AI/ChatGPT for qualitative investment research in any company
Learn how to use AI/ChatGPT for quantitative investment research in any company
Learn how to use AI/ChatGPT to create, forecast and analyze financial models.
Learn how to use AI/ChatGPT to value companies
Learn how to use AI/ChatGPT for technical analysis
Learn exactly what to ask ChatGPT, Google Bard, Microsoft Bing Chat and Claude AI to answer all your research questions (many requests included)
In this comprehensive course, learn all aspects of finance and accounting from scratch (modeling, valuation, forensic accounting, and more)

This course is suitable for people who

Anyone at any knowledge level wants to learn how to use AI products like ChatGPT to conduct investment research on any company.
Corporate CFOs who want to take their investment research skills to the next level
Anyone at any knowledge level wants to learn how to become a better investor using AI products like ChatGPT.
Anyone at any knowledge level who wants to learn how to do financial analysis using AI products like ChatGPT
Anyone at any knowledge level wants to learn how to conduct qualitative research using AI products like ChatGPT.
Anyone at any knowledge level wants to learn how to do quantitative research using AI products like ChatGPT.
Anyone at any knowledge level wants to learn how to forecast financial statements using AI products like ChatGPT.
Anyone at any skill level wants to learn how valuable companies using AI products like ChatGPT can be.
Anyone at any knowledge level who wants to learn how to conduct forensic accounting research using AI products like ChatGPT.
Anyone at any knowledge level who wants to learn how to do technical financial analysis using AI products like ChatGPT
Investment bankers who want to take their investment research skills to the next level
Retail investors who want to take their investment research skills to the next level
Investment fund and mutual fund employees who want to take their investment research skills to the next level

Course details ChatGPT/AI for Finance Professionals: Investing & Analysis

Publisher: Udemy
Instructor: Chris Haroun
Training level: beginner to advanced
Training duration: 10 hours and 17 minutes
Number of courses: 112

Course topics on 3/2024

ChatGPT/AI for Finance Professionals: Investing & Analysis course prerequisites

No finance or accounting or investment or business experience is required to take this course as we teach ALL finance and accounting and business topics from scratch in many optional lectures.